Latest Institutional Transactions on Energy Sector Spdr (XLE)
This table provides information on the latest institutional transactions involving Energy Sector Spdr (XLE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
264+ 1.89% |
$22.2K - $24.3K
|
14.2K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-128- 6.05% |
$10.8K - $11.8K
|
1.99K
$183K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
9.63K+ 14.39% |
$811K - $886K
|
76.6K
$7.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
100+ 1.74% |
$8.43K - $9.2K
|
5.84K
$537K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-8.99K- 2.93% |
$758K - $827K
|
298K
$27.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
SELL
|
- |
-13.6K- 18.99% |
$1.14M - $1.25M
|
57.8K
$5.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
16.8K+ 168.47% |
$1.42M - $1.55M
|
26.8K
$2.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
12New |
$1.01K - $1.1K
|
12
$1.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
30+ 1.0% |
$2.53K - $2.76K
|
3.03K
$279K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.78K+ 2.54% |
$234K - $256K
|
112K
$10.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-347- 0.66% |
$29.2K - $31.9K
|
52.2K
$4.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-1.8K- 36.69% |
$151K - $165K
|
3.1K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.06K- 3.87% |
$174K - $189K
|
51.1K
$4.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
27.8K+ 1.29% |
$2.34M - $2.56M
|
2.19M
$202M
|
|
|
Oct 29, 2025
Q3 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
7.56K+ 3.73% |
$637K - $695K
|
210K
$19.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-542- 7.21% |
$45.7K - $49.9K
|
6.97K
$642K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-100- 2.33% |
$8.43K - $9.2K
|
4.19K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
2.75K+ 17.71% |
$232K - $253K
|
18.3K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-650- 6.29% |
$54.8K - $59.8K
|
9.68K
$891K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
46+ 0.61% |
$3.88K - $4.23K
|
7.64K
$703K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
8.36KNew |
$704K - $769K
|
8.36K
$769K
|
|
|
Oct 29, 2025
Q3 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
110+ 1.09% |
$9.27K - $10.1K
|
10.2K
$938K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-4.42K- 28.08% |
$372K - $406K
|
11.3K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-564- 7.76% |
$47.5K - $51.9K
|
6.71K
$617K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-795- 15.17% |
$67K - $73.1K
|
4.45K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.16K+ 114.39% |
$687K - $750K
|
15.3K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
2.1KNew |
$177K - $193K
|
2.1K
$193K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-3.55K- 55.06% |
$299K - $326K
|
2.89K
$266K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
24.3K+ 49.55% |
$2.05M - $2.23M
|
73.3K
$6.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.85% |
$84.3 - $92
|
118
$10.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$84.3 - $92
|
11.5K
$1.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
273+ 1.6% |
$23K - $25.1K
|
17.3K
$1.59M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-7.69K- 41.06% |
$648K - $707K
|
11K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-44.2K- 32.18% |
$3.72M - $4.06M
|
93.1K
$8.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.4KNew |
$287K - $313K
|
3.4K
$313K
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
2.02K+ 10.78% |
$170K - $186K
|
20.8K
$1.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
1.18K+ 8.91% |
$99.7K - $109K
|
14.5K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-60- 0.62% |
$5.06K - $5.52K
|
9.57K
$880K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2- 0.72% |
$169 - $184
|
276
$25.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.29KNew |
$109K - $119K
|
1.29K
$119K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-186- 1.69% |
$15.7K - $17.1K
|
10.8K
$993K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-2.34K- 12.0% |
$197K - $216K
|
17.2K
$1.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.04K+ 23.88% |
$87.6K - $95.7K
|
5.4K
$497K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-210- 2.32% |
$17.7K - $19.3K
|
8.84K
$814K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.93K- 1.34% |
$163K - $178K
|
142K
$13.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-228- 5.67% |
$19.2K - $21K
|
3.79K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.03K- 17.86% |
$86.9K - $94.8K
|
4.74K
$436K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
550New |
$46.3K - $50.6K
|
550
$50.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.11% |
$2.44K - $2.67K
|
27K
$2.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
SELL
|
- |
-1.38K- 15.4% |
$117K - $127K
|
7.6K
$699K
|
|